Detailed Course Outline
Search for work
- Process Administrator
- Search options
- Viewing workflows and work items
- View and customize search results
- Ways to refine a search for work
- Use exposed fields in searches
- Use the Criteria tab to filter a search
- Search user queues
- View workflow history in Process Tracker
Modify work
- Reasons to modify work
- Tools for modifying work
- Work item status
- Locking work
- About workflow properties
- Modify data field values
- Modify workflow groups
- Open workflow or work item in Process Tracker
- Modify an attachment reference
- Considerations for modifying work
Process and manage work
- Tools for processing and managing work
- Ways to complete work items
- Assign or reassign work to participants
- Terminate work
- Delete work
- Designate a substitute participant
- Unlock work
- Add and remove trackers
Manage workflow exceptions
- About workflow exceptions
- Conductor queue
- Get information about workflow exceptions
- View the information stack
- Modify workflows and work items